See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,433 | $95,803+17.4% | $113,168-0.6% | $84,808+32.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 18.01% | 25.00%-7.0pp | 24.27%-6.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $6,042 | $2,360+156.0% | $2,975+103.1% | $2,631+129.7% |
| Participant deferral / active EE | $5,075 | $4,242+19.6% | $5,107-0.6% | $4,212+20.5% |
| Admin fee / account holder | $671 | $8,989-92.5% | $12,068-94.4% | $7,344-90.9% |